Question # 1
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?
| | A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers. | | B. Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they're a legal entity '-' individually. | | C. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company. | | D. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers. |
A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
C. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
Question # 2
| What step is required to give users access to the FinancialServices Cloud Commercial Banking features? | | A. Update Industries Settings to give users access to the Commercial Banking Console Lightning app. | | B. Assign permission sets to give users access to the Commercial Banking Console Lightning app. | | C. Update theuser profiles to give users access to Financial Services Cloud objects | | D. Install the Commercial Banking Managed Package |
B. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
Question # 3
| Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true? | | A. When you work with Action Plans, you first create Action Plan Templates | | B. Action Plans require a monthly license fee per user | | C. Action Plans can be used to schedule appointments with the Bankers | | D. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance | | E. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements |
A. When you work with Action Plans, you first create Action Plan Templates
D. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
E. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
Explanation:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasks that define a common clientprocess1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plan creator, or account team1.
Question # 4
| What actions can a Wealth Advisor take from the Life Events card7 | | A. Create Case | | B. Create Lead & Referral | | C. Open an Account | | D. Request Record Approval | | E. Create Opportunity |
B. Create Lead & Referral
D. Request Record Approval
E. Create Opportunity
Explanation:
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This action creates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
Question # 5
| A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task? | | A. Action Plan Creator | | B. Specific User | | C. Account Team | | D. Role | | E. Queues |
E. Queues
Explanation:
To assign a task to the next available Advisor, the Admin should use Queues as
theassignment logic when configuring the template task. Queues are collections of records that can be assigned to multiple users who share workloads and responsibilities. By using Queues, the Admin can ensure that any Advisor who is part of the Queue can pickup the task when they are available.
Question # 6
| What benefits do Flows for Financial Services Cloud offer to support customer onboarding?
(Choose Two) | | A. Flows enable customers to schedule appointments via customer communities, mobile
apps. or websites. | | B. Flows provide step-by-step guidance for common service requests, such as change of
address, or change of beneficiary, without the need to * navigate to different screens. | | C. Flows systematically capture and visualize important customer Life Events to drive more
personalized and need-based engagements. | | D. Flows enable customers to book appointments with the nght specialist at the right time
and place through self-service scheduling | | E. Flows enable customers to schedule appointments via customer communities, motxie
apps. or websites. |
B. Flows provide step-by-step guidance for common service requests, such as change of
address, or change of beneficiary, without the need to * navigate to different screens.
E. Flows enable customers to schedule appointments via customer communities, motxie
apps. or websites.
Explanation:
Flows provide step-by-step guidance for common service requests, such as
change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding
process by automating tasks and collecting information in an easy and intuitive
way. You can use Flows to create service requests that capture the customer’s
details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities,
mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile
apps, or websites to provide self-service options for customers. You can use Flows
to create appointment scheduling forms that allow customers to book
appointments with the right specialist at the right time and place.
Question # 7
| Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private? | | A. The share table records are deleted. | | B. Share table records need to be manually deleted. | | C. All opportunity participant records are delete | | D. The opportunity participant records are not deleted. |
A. The share table records are deleted.
D. The opportunity participant records are not deleted.
Explanation:
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
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- It also tests candidates abilities in prospecting, client onboarding, collaboration, relationship management, and reporting.
Exam Format: - The exam consists of multiple-choice questions.
- The total number of questions may vary but typically ranges from 60 to 90.
- The exam duration is around 105 minutes.
Preparation Tips:Study the Exam Guide:
- Review the official Exam Guide provided by Salesforce, which outlines the exam objectives and topics.
- Familiarize yourself with the content weightings to prioritize your study areas accordingly.
Practical Experience:
- Gain hands-on experience with Salesforce Financial Services Cloud by working on real-world projects.
- Practice using the platforms tools and features to deepen your understanding of its functionalities.
Training and Study Materials:
- Access official Salesforce training courses tailored for Financial Services Cloud.
- Use study materials such as books, online tutorials, and practice exams to enhance your knowledge.
Exam Preparation Resources:
- Official Salesforce Documentation:
Refer to the official Salesforce documentation, including implementation guides, release notes, and best practice documents. Examine Financial Services Cloud modules on RealBraindumps, which offers interactive learning paths, modules, and hands-on challenges. Participate in the Salesforce community through forums and discussion boards to share insights, seek guidance, and gain valuable perspectives from fellow members. Exam Day Tips:
- Read the Questions Carefully:
Read the questions to ensure a clear understanding before selecting an answer. Allocate your time wisely, considering the number of questions and exam duration. Use critical thinking techniques, such as prioritizing information, to narrow down your choices and increase your chances of selecting the correct option. Conclusion:
The Salesforce Financial Services Cloud Exam is a valuable certification that demonstrates proficiency in using Salesforces Financial Services Cloud platform. By preparing well and gaining practical experience, people can confidently showcase their expertise and find exciting opportunities in the financial services industry.
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FAQs of Financial-Services-Cloud Exam
What is the Salesforce Financial Services Cloud Exam?
The Salesforce Financial Services Cloud Exam is a specialized certification test aimed at validating expertise in the Salesforce Financial Services Cloud application. This exam tests a candidate’s knowledge in implementing, configuring, and managing Salesforce solutions tailored for the financial services industry, including wealth management, banking, insurance, and mortgage services.
Who should take the Salesforce Financial Services Cloud Exam?
This exam is ideal for Salesforce professionals, system administrators, IT managers, and consultants who work with financial services institutions. Candidates should have hands-on experience with the Financial Services Cloud and a deep understanding of the financial services industry's needs and regulatory requirements.
What topics are covered in the Salesforce Financial Services Cloud Exam?
Key topics include Financial Services Cloud data model, industry-specific functionalities, client relationship management, compliance and regulatory requirements, financial goal management, and integration with other Salesforce Clouds. The exam also covers customization, data management, and analytics specific to financial services.
How many questions are there on the Salesforce Financial Services Cloud Exam, and what is its format?
The Salesforce Financial Services Cloud Exam typically consists of around 60 multiple-choice and multiple-select questions. The format is designed to assess both theoretical knowledge and practical application skills in the Financial Services Cloud environment.
What is the passing score for the Salesforce Financial Services Cloud Exam?
The passing score for this exam is generally around 65%.
What are the benefits of passing the Salesforce Financial Services Cloud Exam?
Passing the exam recognizes you as a Salesforce Certified Financial Services Cloud specialist, enhancing your professional credibility. It opens up advanced career opportunities in the Salesforce ecosystem, especially within financial institutions. Additionally, it demonstrates a commitment to staying current with Salesforce technologies and best practices in the financial services sector.
How can I prepare for the Salesforce Financial Services Cloud Exam?
Preparation should include studying the official Salesforce Financial Services Cloud materials, hands-on practice in a Salesforce environment, and completing relevant training courses. Practice exams and study groups can also be beneficial. It’s important to have a solid understanding of both Salesforce core functionalities and the specific features and best practices of the Financial Services Cloud.
Are there any prerequisites or recommended experience before taking the Salesforce Financial Services Cloud Exam?
While there are no formal prerequisites, it’s recommended that candidates have at least six months of experience working with the Financial Services Cloud. Familiarity with Salesforce’s core functionalities and a background in the financial services industry will also be advantageous.
FAQs of Financial-Services-Cloud Exam
What is Financial Services Cloud?
Financial Services Cloud is a reimagined front office that provides a clean, aggregated view of client information, accelerates productivity with digital workflows, and enables personalized service delivery.
What does the term Account mean within Financial Services Cloud?
In Financial Services Cloud, Account can refer to a client, household, or business entity, distinct from a financial account.
How is a Client defined in Financial Services Cloud?
In Financial Services Cloud, a Client is defined as a person or organization that has conducted, is conducting, or may conduct business with your firm.
What is the distinction between Customer and Client in Financial Services Cloud?
Customer and Client are used interchangeably in Financial Services Cloud, both referring to individuals or organizations engaging with your firm.
What is a Financial account in Financial Services Cloud?
A Financial account in Financial Services Cloud encompasses investment accounts, bank accounts, insurance policies, and similar financial instruments.
How is a Household defined within Financial Services Cloud?
Within Financial Services Cloud, a Household is a relationship group comprising individuals and business entities with direct relationships, with financial summaries consolidated at the household level.
What does the term Prospect mean in Financial Services Cloud?
In Financial Services Cloud, a Prospect refers to a person or organization with the potential to become a client in the future.
What features does the Home Page offer in Financial Services Cloud?
The Home Page in Financial Services Cloud provides tailored access to priority tasks, including referral performance, lead alerts, interaction summaries, scheduled appointments, and key task summaries.
How can users filter client and household lists in Financial Services Cloud?
Users can filter client and household lists in Financial Services Cloud based on interests or financial characteristics, accessing predefined list views or customizing filters for segmentation.
What information is available on client and household profiles in Financial Services Cloud?
Client and household profiles in Financial Services Cloud offer comprehensive views of financial accounts, relationships, goals, activity history, and communication logs, facilitating personalized client engagement and planning.
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